Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| SAGE MOUNTAIN ADVISORS LLC | 04-23-2024 | 03-31-2024 | 408 | 962,170,954 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| INVESCO EXCHANGE TRADED FD T | FTSE RAFI 1000 | 1201 | $9,618 | 250 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| INVESCO EXCH TRADED FD TR II | VAR RATE PFD | 1202 | $9,508 | 400 | 0.00 | 400 | +Inf | 03-31-2024 | |
| ISHARES TR | CORE MSCI EURO | 1203 | $8,967 | 155 | 0.00 | 155 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 HI | 1204 | $8,791 | 216 | 0.00 | 0.00 | -710 | -76.67 | 03-31-2024 |
